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Predicting
the future

Investment ideas

Our Chief Investment Office and experts share insights into our house view and macro trends.

A look back at our 2017 predictions - were we right?

As another year passes and we look toward 2018, we have re-examined our forecasts from a year ago. How accurate were our predictions? And has the world changed very much? Read our scores to see how well we did.

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What if... nothing goes wrong in the world economy?

Most 'bear' commentators are expecting chaos in the world economy during 2018. With an ageing bull market, the likelihood of increased volatility and the potential for inflation, upheavals seem inevitable. But what if the commentators are completely wrong and nothing happens?

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What if ... Brexit turns out well?

In our first possible ‘surprise’ scenario for the New Year, we take a look at Brexit and the effect it will have on economies and markets if things don’t turn out as expected. Since most investment commentators believe the uncertainties surrounding the Brexit negotiations are bad for UK assets and for sterling, what difference would it make if Brexit turns out well? 

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A global view of risks and opportunities

Last week saw our third annual investment conference hosted at Canada House with a range of expert speakers. Perhaps somewhat surprisingly – in light of the unpredictability of the Trump administration, worries over potential war with North Korea, and the convolutions of Brexit negotiations - the overriding outlook was wholly positive.

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Emerging market olympic champions

Citius – Altius – Fortius; Faster – Higher – Stronger In the past, the Olympic motto might easily have been used to describe certain emerging markets, whose faster levels of growth, higher rates of return and stronger economic fundamentals were once seen as an antidote to the travails afflicting the developed world.

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Getting into a fix: using bond markets to enhance income

One common investment theme since late 2008 has been the question of how to get a meaningful return on your cash without taking any undue credit risk.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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